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Use the Customers section to store customer details and manage their payment updates.

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Customer list

  • Search by name or email.
  • Pagination shows 10 customers per page.
  • Click a customer to view their profile and subscriptions.

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Bulk actions

Select multiple customers to archive or delete in one go. Bulk archive follows the same rules as single archive (customers with active or paused subscriptions are skipped). Bulk delete is only available for customers with no subscriptions, payments, saved payment methods, or one-off payments.

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Add a customer

  1. Click Add Customer.
  2. Enter name, email, and phone (optional).
  3. Click Create.

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Import customers from CSV

  1. Click Import CSV on the Customers page.
  2. Download the template and fill in the required columns.
  3. Upload the file to preview validation results.
  4. Fix any invalid rows or duplicates, then click Import.

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CSV format

  • Required columns: Name, Email
  • Optional column: Phone
  • Maximum file size: 10MB

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Import behavior

  • Existing customers (matched by email) are updated.
  • New emails create customers.
  • Duplicate emails in the same file are skipped.
  • Archived customers are skipped.
From a customer profile:
  • Open Customer Actions.
  • Choose Update Card (Email) to send the link, or Copy Update Link to share it yourself.
Open a customer profile and click One-off Payment to generate a payment link for a single charge.

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Archive or delete a customer

  • Archive hides the customer but keeps their data. Customers with active or paused subscriptions cannot be archived.
  • Delete is only available when the customer has no subscriptions, payments, one-off payments, or saved payment methods.